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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,211 | $149,741-91.2% | $118,914-88.9% | $158,982-91.7% |
| Participation rate | 42.9% | 82.1%-39.3pp | 75.4%-32.5pp | 82.0%-39.1pp |
| Annual return | 29.98% | 19.94%+10.0pp | 35.89%-5.9pp | 302.99%-273.0pp |
| Employer contribution / active EE | $961 | $4,119-76.7% | $3,264-70.6% | $4,763-79.8% |
| Participant deferral / active EE | $1,212 | $5,226-76.8% | $4,266-71.6% | $5,983-79.8% |
| Admin fee / account holder | $130 | $8,607-98.5% | $6,582-98.0% | $11,252-98.8% |